Distinctive Wealth Strategies

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Distinctive Wealth Strategies Regina Beatty, CFP, Private Wealth Strategist, helping business owners and high net worth families.

Regina Beatty, CFP, Private Wealth Strategist who provides Business Succession/Exit Planning, Estate Planning, Retirement Guidance and Wealth Management to successful business owners and high net worth families. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

11/02/2026

Could your portfolio benefit from a zero-coupon bond?

When was the last time you updated your will?
10/28/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Your credit score may impact what you pay for auto and home insurance.
10/26/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
10/23/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
10/21/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/19/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

10/16/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
10/14/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

When Should You Claim Social Security? Let's Map Your Strategy
10/12/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

When was the last time you paid yourself first?
10/09/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Address

One Northgate Square
Greensburg, PA
15601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 8am - 10pm

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